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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,081 | $22,602-95.2% | $65,566-98.4% | $75,173-98.6% |
| Participation rate | 73.3% | 63.1%+10.3pp | 64.9%+8.4pp | 67.2%+6.1pp |
| Annual return | 33.35% | 71.13%-37.8pp | 47.40%-14.1pp | 160.72%-127.4pp |
| Employer contribution / active EE | $659 | $941-29.9% | $1,692-61.0% | $2,671-75.3% |
| Participant deferral / active EE | $1,028 | $1,695-39.3% | $2,832-63.7% | $4,126-75.1% |
| Admin fee / account holder | $256 | $1,877-86.3% | $4,114-93.8% | $5,651-95.5% |